Institutional Ownership Warner Bros. Discovery, Inc. (WBD)
This table provides information about the institutional ownership of Warner Bros. Discovery, Inc. (WBD). We have compiled data on the 1,390 institutions that hold shares in the stock, with a total of 1.74 Billion shares, which have been reported (via 13F filing form) to have a value of $21.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
11,825
shares
|
$144,974
0.01% of portfolio
|
Q2 2025
Reduced 39.32%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
11,783
shares
|
$144,459
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
11,659
shares
|
$142,939
0.0% of portfolio
|
Q2 2025
Reduced 66.69%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
11,645
shares
|
$142,767
0.0% of portfolio
|
Q2 2025
Reduced 84.89%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
11,640
shares
|
$142,706
0.0% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
Aug 13, 2025 Q2 2025 |
11,600
shares
|
$142,216
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
11,534
shares
|
$141,406
0.01% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
11,523
shares
|
$141,271
0.0% of portfolio
|
Q2 2025
Reduced 1.34%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
11,481
shares
|
$140,757
0.01% of portfolio
|
Q2 2025
Reduced 91.34%
|
|
|
Avestar Capital, LLC
|
Aug 13, 2025 Q2 2025 |
11,455
shares
|
$140,438
0.01% of portfolio
|
Q2 2025
Reduced 15.75%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
11,354
shares
|
$139,200
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
11,247
shares
|
$137,888
0.0% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Perennial Advisors, LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
11,209
shares
|
$137,422
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Aug 14, 2025 Q2 2025 |
11,201
shares
|
$137,324
0.03% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Kempner Capital Management Inc.
|
Jul 15, 2025 Q2 2025 |
11,175
shares
|
$137,005
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
11,107
shares
|
$136,171
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
11,063
shares
|
$135,632
0.04% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
11,038
shares
|
$135,325
0.0% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
11,037
shares
|
$135,313
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
11,024
shares
|
$135,154
0.03% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
R Squared LTD
Central, K3 |
Jul 31, 2025 Q2 2025 |
10,980
shares
|
$134,614
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
10,974
shares
|
$134,541
0.01% of portfolio
|
Q4 2022
Reduced 86.73%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Aug 15, 2025 Q2 2025 |
10,936
shares
|
$134,075
0.05% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
10,788
shares
|
$132,260
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
10,788
shares
|
$132,260
0.09% of portfolio
|
Q2 2025
Added 1269.04%
|